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  1. Financial Accounts - Switch rules effect notes

    59 votes

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    6 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, appreciate wanting an update from us here, and we'd like to thank those that have additionally added their support since our last update.

    I’m pleased to let you know our reporting product team is working on a new synced notes experience that's intended to keep notes aligned with the source report, including carrying through switch rule behaviour.

    We understand current behaviour means figures can stop matching when switch rules move balances between groups in the source report. - The work our team are doing is designed to solve that by allowing you to create synced notes from groups in a report. These synced notes will stay connected to the source report and respect switch rules, helping the related note figures stay aligned.

    We've already started rolling this out for AU and NZ customers and I'll round back to confirm once it is live to all regions. 🙂

    Talia Stan-Bishop supported this idea  · 

  2. Report Templates - Livestock trading statement

    132 votes

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    submitted  ·  18 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Talia Stan-Bishop supported this idea  · 

  3. Xero HQ | Document Packs Email Templates - Ability to edit

    70 votes

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    submitted  ·  14 comments  ·  Practice tools  ·  Admin →
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    Talia Stan-Bishop supported this idea  · 

  4. Document Packs - Edit sent pack

    126 votes

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    43 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.

    We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.

    We'll be sure to keep you updated on any progress.

    Talia Stan-Bishop supported this idea  · 

  5. Document Packs - Text box for documents within a pack

    58 votes

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    12 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 

    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

    Talia Stan-Bishop supported this idea  · 
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    Talia Stan-Bishop commented  · 

    This would be a huge timesaver as we currently have to keep copying and pasting the wording into the text box.